EVERGREEN CAPITAL MANAGEMENT LLC

Position in AWK — American Water Works Company, Inc.

CIK 1260824 Bellevue, WA

Position in AWK

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$221,185

+$16,431 QoQ

Shares Held

1,681

+7.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#815

of 1,123 holders

Holding Since

Dec 2023

3 quarters on record

Voting authority Sole 8% Shared 92% None 0%

Utilities · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $699,903 across 3 Utilities - Regulated Water names. AWK ranks #3 (31.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWR	American States Water Co	3,086	$254,996
2	ARTNA	Artesian Resources Corp	6,582	$223,722
3	AWK	American Water Works Company, Inc. This page	1,681	$221,185

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$221,185	1,681	+7.1%	Shares	Other	2026-07-23
2025-12-31	$204,754	1,569	-2.7%	Shares	Sole	2026-01-27
2023-12-31	$212,899	1,613	—	Shares	Other	2024-02-14
No filing history on record for this holder in this stock.